Preferred: Prior Experience with telemarketing for auto, home, commercial and life insurance.
Preferred: Prior experience with EZ LYNXS, QQ CATALYST, PL RATER, TURBO RATER.
Telemarketing-Virtual Assistant Compensation
Monthly Compensation
VA will receive $3 per hour for 20 hours per week = $60X 4= $240
(CAN BE MORE HOURS BASED ON EXPERIENCE)
VA will receive 10-20 leads per day with a 50% conversion rate (5-10) to create quotes for with a .50 cent bonus (2.50- 5.00) per day X 20 business days per month= $50-$100
With an average of 150 quotes per month, the agency expects a 10-12% close rate on the quotes. There will be a $5 bonus per household sold, with an average of 15-18 household sold this will be an additional $75-$90.
If the virtual assistant hits the premium targets, there would be another $50-$100 bonus
Total Compensation
$240 per month- Base Salary
$100 pe month~ Potential Telemarketing Bonus
$100 per month~ Potential Sold Household Bonus
$100 per month~ Potential Premium Bonus
Potential Income: $540 per month for 80 hours worked monthly averaging $6.75 hourly.
VA will be responsible to generate clients who are interested in getting quotes for personal lines and commercial lines of insurance.
Ask Questionnaire to get information needed to create a quote and work on a proposal with the different carriers.
Quote Rating-
VA will be responsible to go into the rater and use information gathered to start working on personal and commercial lines of insurance proposal quotes.
VA will use the rater to pick the best 3 quotes available and go into each carrier and generate the proposals to send them to the clients along with the help of the licensed agent.
Follow up with clients via phone calls/ text message to verify if they are interested in proposals generated.
Document Retention/ Inspection Follow Up-
Create Esignature documents for policies bound and follow up to make sure all docs have been signed by insured, collect registrations and any other important documents as required by the carriers.
Follow up with inspections as necessary to make sure home insurance policies stay in force.
Billpay follow up and returned payment.
